Trade Promotion Management System

A technologically advanced application
for planning and managing trade promotions

Plan, report, and verify the effectiveness
of your trade & marketing activities

What is Comarch Trade Promotion Management?

Comarch Trade Promotion Management is a newly developed tool designed to support companies in the process of planning trade promotions and their budgets.

Not only does it enable you to define long and short-term promotional activities and measure their performance, but it also helps analyze historical data to find new opportunities for improving sales efficiency. 

A flexible and configurable acceptance process, however, allows you to check whether your operations are being carried out in line with predefined business objectives as well as your budget

What are the benefits?

This particular module is part of the Comarch family of solutions for supporting sales and marketing processes, which includes, among others, Comarch Mobile Sales Force - an innovative application available for iOS and Android thanks to which information about defined and approved promotional campaigns can be immediately sent for execution to the sales force. The module can also be integrated with ERP systems to exchange basic data about products and customers, as well as commercial conditions of planned promotions.

Key functionalities of Comarch Trade Promotion Management

  1. 01 DEFINING PROMOTIONAL ACTIVITIES
  2. The module allows you to better plan your company's promotional activities using advanced estimation tools incorporating historical data analysis based on artificial intelligence and machine learning technology. Additionally, it supports the planning process using "what-if" scenarios (promo price, planned uplift, ROI). The user gets an opportunity to pre-evaluate the promotional activities and compare the results with historical data.

    The platform allows you to create your guidelines and define the acceptance workflow. Plus, it guarantees constant (day-by-day) monitoring of ROI (Return On Investment) and other KPIs (Key Performance Indicators) already implemented in the system.
  3. 02 PROMOTIONAL BUSINESS
  4. The budget management feature allows you to create and manage your company's promotional budgets based on sales or purchases.

    Once the budget is set, it can be assigned to a specific promotion, assortment, or customer. You can also create a unique acceptance workflow for each of your company's defined budgets, if necessary. The possibility to track the use of promotional budgets helps users make key sales decisions.
  5. 03 'WHAT IF' SCENARIOS
  6. "What-if" scenarios can help you better plan your company's promotional activities. When creating promotional activities, the scenarios feature visualizes potential profits and losses resulting from given promo activities' parameters.

    A user can create several scenarios that take into account the most important parameters and then compare them to assess which one is the most profitable for the company.
  7. 04 DEFINED KPIS
  8. Using our TPM platform, not only will you have access to predefined KPIs, but you will also be able to add your indicators during the project implementation. Correctly defined indicators will become the basis for making business decisions.

  9. 05 SALES FORECASTING
  10. Comarch Trade Promotion Management platform enables you to create sales targets, monitor trends, and implement targets that facilitate the planning process. The application automatically suggests the kind of promotions that should be created and guides the user through this process. Forecasting itself is supported by advanced Artificial Intelligence algorithms that learn trends based on historical data, promotional activities, and other external factors influencing sales (one-off or recurring)
  11. 06 PROMO GUIDELINES
  12. Compliance of the promotion with the "Guidelines" is the first step in validating a promotion. In this initial phase, the person creating promotions must take into account certain restrictions previously imposed by the sales and marketing divisions, such as the frequency of creating a promotion for a given product, the maximum cost of promotion, or maximum discount set in a "guideline".
  13. 07 WORKFLOWS
  14. The module allows defining the promo acceptance process based on roles assigned by the administrator. In addition, you can set up a subscription, so you can be notified of the need to perform the action via e-mail.
  15. 08 SETTLEMENT OF PROMOTIONAL ACTIVITIES
  16. By registering all promotional activities and importing of actuals, you can easily settle every promotional activity. The settlement process can be finished by performing a post-evaluation analysis.
  17. 09 REPORTING AND ANALYSIS
  18. Reporting and data analysis, performing pre-and post-evaluation analyses of promotional campaigns is available through the reporting module built into the application. It uses OLAP cubes and interactive data visualization to create custom report templates. When creating a report template, a user can share it with other users, subscribe to an e-mail, or place it on their own dashboard.
  19. 10 PROMO CALENDAR AND FOCUS INTEGRATION
  20. The calendar view makes managing promotions much easier thanks to its "drag & drop" feature, which allows you to change the dates of the promotion in no time. From this level, you can preview the most important information about the promotions. Thanks to its Master Plan feature, however, you will have the opportunity to compare the current status of promotional activities with the previously planned activities.

    What is more, our application is integrated with data from FOCUS - an external service for gathering information about all promotional activities on the market - based on the store chains' promotional leaflets. What this means is that the calendar module can additionally present data about already planned leaflet activities (own and competitors). 

DEFINING PROMOTIONAL ACTIVITIES

The module allows you to better plan your company's promotional activities using advanced estimation tools incorporating historical data analysis based on artificial intelligence and machine learning technology. Additionally, it supports the planning process using "what-if" scenarios (promo price, planned uplift, ROI). The user gets an opportunity to pre-evaluate the promotional activities and compare the results with historical data.

The platform allows you to create your guidelines and define the acceptance workflow. Plus, it guarantees constant (day-by-day) monitoring of ROI (Return On Investment) and other KPIs (Key Performance Indicators) already implemented in the system.

PROMOTIONAL BUSINESS

The budget management feature allows you to create and manage your company's promotional budgets based on sales or purchases.

Once the budget is set, it can be assigned to a specific promotion, assortment, or customer. You can also create a unique acceptance workflow for each of your company's defined budgets, if necessary. The possibility to track the use of promotional budgets helps users make key sales decisions.

'WHAT IF' SCENARIOS

"What-if" scenarios can help you better plan your company's promotional activities. When creating promotional activities, the scenarios feature visualizes potential profits and losses resulting from given promo activities' parameters.

A user can create several scenarios that take into account the most important parameters and then compare them to assess which one is the most profitable for the company.

DEFINED KPIS

Using our TPM platform, not only will you have access to predefined KPIs, but you will also be able to add your indicators during the project implementation. Correctly defined indicators will become the basis for making business decisions.

SALES FORECASTING

Comarch Trade Promotion Management platform enables you to create sales targets, monitor trends, and implement targets that facilitate the planning process. The application automatically suggests the kind of promotions that should be created and guides the user through this process. Forecasting itself is supported by advanced Artificial Intelligence algorithms that learn trends based on historical data, promotional activities, and other external factors influencing sales (one-off or recurring)

PROMO GUIDELINES

Compliance of the promotion with the "Guidelines" is the first step in validating a promotion. In this initial phase, the person creating promotions must take into account certain restrictions previously imposed by the sales and marketing divisions, such as the frequency of creating a promotion for a given product, the maximum cost of promotion, or maximum discount set in a "guideline".

WORKFLOWS

The module allows defining the promo acceptance process based on roles assigned by the administrator. In addition, you can set up a subscription, so you can be notified of the need to perform the action via e-mail.

SETTLEMENT OF PROMOTIONAL ACTIVITIES

By registering all promotional activities and importing of actuals, you can easily settle every promotional activity. The settlement process can be finished by performing a post-evaluation analysis.

REPORTING AND ANALYSIS

Reporting and data analysis, performing pre-and post-evaluation analyses of promotional campaigns is available through the reporting module built into the application. It uses OLAP cubes and interactive data visualization to create custom report templates. When creating a report template, a user can share it with other users, subscribe to an e-mail, or place it on their own dashboard.

PROMO CALENDAR AND FOCUS INTEGRATION

The calendar view makes managing promotions much easier thanks to its "drag & drop" feature, which allows you to change the dates of the promotion in no time. From this level, you can preview the most important information about the promotions. Thanks to its Master Plan feature, however, you will have the opportunity to compare the current status of promotional activities with the previously planned activities.

What is more, our application is integrated with data from FOCUS - an external service for gathering information about all promotional activities on the market - based on the store chains' promotional leaflets. What this means is that the calendar module can additionally present data about already planned leaflet activities (own and competitors). 

Increase the effectiveness of your trade promotion - Watch the video

Services

Our Clients

    More success stories

    Recent resources

      Tell us your business needs, and we’ll find the perfect product